Plan Snapshot
- Plan Sponsor: Schraad & Associates-Sales/Marketing, INC.
- Sponsor EIN: 471568101
- Sponsor Address: 10 NW 6TH STRRET, OKLAHOMA CITY, OK, 73102
- Plan Type: 401(k)
- Total Participants: 164
- Total Assets: $11.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 164 | $11.8M | $470,866 | $996,363 |
| 2023 | 167 | $9.2M | $429,784 | $897,419 |
| 2022 | 152 | $7.0M | $353,103 | $775,678 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FINLEY & COOK, PPLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $5,350 | — | $5,350 | — | — |
| 2023 | $3,883 | — | $3,883 | — | — |
| 2022 | $1,092 | — | $1,092 | — | — |